Massachusetts Financial Services’s Xcel Energy XEL Stock Holding History

Massachusetts Financial Services’s Portfolio XEL Stock Details XEL Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.27B	Buy	18,719,520 +1,746,066	+10%	+$119M	0.4%	71
2025 Q1	$1.2B	Sell	16,973,454 -639,785	-4%	-$45.3M	0.4%	71
2024 Q4	$1.19B	Buy	17,613,239 +2,422,483	+16%	+$164M	0.38%	74
2024 Q3	$992M	Buy	15,190,756 +892,740	+6%	+$58.3M	0.3%	96
2024 Q2	$764M	Sell	14,298,016 -2,907,516	-17%	-$155M	0.23%	111
2024 Q1	$925M	Sell	17,205,532 -2,788,766	-14%	-$150M	0.28%	99
2023 Q4	$1.24B	Buy	19,994,298 +1,472,435	+8%	+$91.2M	0.4%	81
2023 Q3	$1.06B	Buy	18,521,863 +2,559,321	+16%	+$146M	0.37%	85
2023 Q2	$992M	Buy	15,962,542 +2,601,118	+19%	+$162M	0.33%	91
2023 Q1	$901M	Buy	13,361,424 +2,153,869	+19%	+$145M	0.31%	95
2022 Q4	$786M	Buy	11,207,555 +2,137,317	+24%	+$150M	0.27%	104
2022 Q3	$580M	Sell	9,070,238 -16,628	-0.2%	-$1.06M	0.22%	123
2022 Q2	$643M	Sell	9,086,866 -968,859	-10%	-$68.6M	0.22%	122
2022 Q1	$726M	Sell	10,055,725 -166,362	-2%	-$12M	0.22%	120
2021 Q4	$692M	Buy	10,222,087 +940,807	+10%	+$63.7M	0.19%	132
2021 Q3	$580M	Sell	9,281,280 -71,475	-0.8%	-$4.47M	0.17%	141
2021 Q2	$616M	Buy	9,352,755 +1,495,984	+19%	+$98.6M	0.18%	135
2021 Q1	$523M	Sell	7,856,771 -55,815	-0.7%	-$3.71M	0.16%	145
2020 Q4	$528M	Sell	7,912,586 -191,130	-2%	-$12.7M	0.17%	137
2020 Q3	$559M	Buy	8,103,716 +37,093	+0.5%	+$2.56M	0.2%	123
2020 Q2	$504M	Buy	8,066,623 +722,565	+10%	+$45.2M	0.2%	123
2020 Q1	$443M	Sell	7,344,058 -66,612	-0.9%	-$4.02M	0.21%	120
2019 Q4	$471M	Sell	7,410,670 -604,536	-8%	-$38.4M	0.18%	130
2019 Q3	$520M	Sell	8,015,206 -775,531	-9%	-$50.3M	0.21%	118
2019 Q2	$523M	Sell	8,790,737 -99,829	-1%	-$5.94M	0.21%	114
2019 Q1	$500M	Buy	8,890,566 +107,335	+1%	+$6.03M	0.21%	119
2018 Q4	$433M	Sell	8,783,231 -310,944	-3%	-$15.3M	0.21%	116
2018 Q3	$429M	Sell	9,094,175 -213,511	-2%	-$10.1M	0.18%	128
2018 Q2	$425M	Sell	9,307,686 -483,871	-5%	-$22.1M	0.18%	128
2018 Q1	$445M	Buy	9,791,557 +231,790	+2%	+$10.5M	0.19%	128
2017 Q4	$460M	Sell	9,559,767 -738,944	-7%	-$35.6M	0.19%	127
2017 Q3	$487M	Buy	10,298,711 +1,583,187	+18%	+$74.9M	0.21%	120
2017 Q2	$400M	Buy	8,715,524 +213,730	+3%	+$9.81M	0.18%	136
2017 Q1	$378M	Sell	8,501,794 -218,608	-3%	-$9.72M	0.18%	140
2016 Q4	$355M	Buy	8,720,402 +2,483,185	+40%	+$101M	0.17%	145
2016 Q3	$257M	Sell	6,237,217 -160,478	-3%	-$6.6M	0.13%	164
2016 Q2	$286M	Sell	6,397,695 -82,176	-1%	-$3.68M	0.14%	155
2016 Q1	$271M	Buy	6,479,871 +217,401	+3%	+$9.09M	0.14%	153
2015 Q4	$225M	Buy	6,262,470 +3,738,040	+148%	+$134M	0.12%	166
2015 Q3	$89.4M	Sell	2,524,430 -5,992	-0.2%	-$212K	0.05%	259
2015 Q2	$81.4M	Buy	2,530,422 +1,911,012	+309%	+$61.5M	0.04%	278
2015 Q1	$21.6M	Sell	619,410 -208,182	-25%	-$7.25M	0.01%	510
2014 Q4	$29.7M	Sell	827,592 -4	-0%	-$144	0.02%	428
2014 Q3	$25.2M	Buy	827,596 +135,868	+20%	+$4.13M	0.01%	485
2014 Q2	$22.3M	Sell	691,728 -24,071	-3%	-$776K	0.01%	509
2014 Q1	$21.7M	Buy	715,799 +4,127	+0.6%	+$125K	0.01%	480
2013 Q4	$19.9M	Buy	711,672 +153,020	+27%	+$4.28M	0.01%	473
2013 Q3	$15.4M	Sell	558,652 -142,630	-20%	-$3.94M	0.01%	504
2013 Q2	$19.9M	Buy	+701,282	New	+$19.9M	0.01%	449